Pharus Wealth Advisory Group | The beacon to your financial journey
Pharus Wealth Advisory Group: We stand as a beacon of guidance in the complex world of wealth management.
[The exterior of Pharus Wealth Advisory Group building.]
[Upbeat music plays throughout video]
[Kelvin Chan, CFP®, CIM®
Senior Wealth Advisor
CIBC Wood Gundy]
Kelvin: At Pharus Wealth Advisory Group, we don't just manage wealth, we build long lasting relationships backed by integrity and trust.
[Kelvin talks to a client in his office]
[Shamin Khan, CFP®, CIM®
Senior Wealth Advisor
CIBC Wood Gundy]
Shamin: Think of us as the lighthouse guiding you through your financial journey.
[Images of a lighthouse]
Shamin: The word pharus means beacon. Some of the top questions I get from my clients are, should I get a new will?
[William Carson, CFA, MBA, LLB
Senior Portfolio Manager
CIBC Wood Gundy]
William: Will I be able to retire with the lifestyle that I'd like to achieve.
[A woman walks down a long pier.]
[Derek Kohalmi, CFP®, CIM®, CLU
Senior Wealth Advisor
CIBC Wood Gundy]
Derek: Will outlive my money, and how can I protect my portfolio?
William: What if the market changes or we have a downturn, my portfolio be protected?
Kelvin: We are Pharus Wealth Advisory Group and we have the answer.
[CIBC PRIVATE WEALTH
Pharus Wealth Advisory Group
The beacon to your financial journey]
[The four partners at Pharus sit down in a boardroom. They have a friendly conversation in a series of different images]
[Our Philosophy]
Shamin: Our philosophy is simple yet powerful, your goals are at the heart of everything that we do.
[Our Strategy]
Kelvin: We take the time to understand you, and put together a strategy that is encompassing, that fits towards your unique situation.
[Derek and William walk down a hallway. Derek and Shamin chat in Derek’s office.]
Derek: we don't just follow the market. We actively manage our clients expectations and tactically shift our portfolios to a stay ahead of the markets.
[Derek opens a portfolio in the boardroom and the four partners discuss the documents and data inside. A family gathers in a large backyard.]
[Income,
Growth
Legacy
Protection]
William: Our strategy segments the portfolio into four distinct categories income, growth, legacy, and protection.
[William talks on the phone. An out of focus shot of a hospital hallway. Shamin and Kelvin walk down their office hallway. Shamin looks at financial data in his office with a client.]
William: This approach allows us to develop a wealth plan that can withstand market fluctuations and life's unexpected events. We offer integrated wealth management services to ensure every piece of your financial puzzle fits together perfectly. Understanding your risk tolerance, time horizon, and investment objectives is the core of our approach.
[Our Partners]
[Derek points to market data on a piece of paper.]
Derek: Using the resources of CIBC, we offer our clients integrated wealth planning, trust services and insurance.
[CIBC Estate planning and trust and CIBC Insurance websites. The CIBC Trust Team walk down a hallway.]
Derek: The proactive, collaborative approach where we reach out to our clients, tax and legal advisors to ensure that our investment advice is in harmony with their long-term financial goals.
[Our Team]
[William and Kelvin chat in William’s office. Derek and Kelvin chat in Kelvin’s office. William and Shamin chat in Shamin’s office.]
William: Being a team allows one to take advantage of each other's strengths. It helps us bring together our different backgrounds, diverse expertise to craft a unique financial plan.
[The four partners business cards. Derek’s business card. Derek sits at his desk.]
William: We see financial plans differently based on our past industry experience, whether it's Derek's background in insurance and estate planning.
[Samin’s business card. Shamin sits at his desk.]
William: Shamin’s background in financial planning for professionals and business owners.
[Kelvin’s business card. Kelvin sits at his desk.]
William: Kelvin’s background in banking and cash flow planning.
[William’s business card.]
William: Or my background in investments and portfolio management.
[Shamin shakes a client’s hand.]
Shamin: The best part of our job is to build relationships with our clients.
Kelvin: We’re not just advisors.
[The four partners chat in the boardroom. Kelvin talks to a client in his office.]
Kelvin: We’re strategists, collaborators, and most importantly, we’re listeners.
[Shamin talks to a client in his office.]
Shamin: and we are able to provide the peace of mind that the nest egg that they have created would last through their retirement.
Derek: Many of our clients are currently nearing retirement or are currently retired and enjoying retirement, and this milestone brings a significant change in their lifestyle and financial management.
[Couples walk through dandelion fields and on a beach. A woman walks to the end of a long pier looking out on the ocean.]
Derek: The balance between what our clients have actually envisioned, their retirement looks like and what is actually feasible sometimes differs, and that's where we come in.
Kelvin: Every single client's story is heard, cherished, and every success along the way. We celebrate together.
William: No matter where life takes you will keep you on track.
[A bride and groom dance on a beach. An infant holds their parents’ finger. College graduates through their mortar boards in the air. Shamin shakes a clients hand in his office.]
Shamin: Whether it's the marriages, births, graduations, seeing your work having a positive impact on someone's life is actually very rewarding.
Derek: We are Pharus Wealth Advisory Group and we're here for you.
[Pharus Wealth Advisory Group the beacon to your financial journey]
[CIBC PRIVATE WEALTH]
[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CBC Private Investment Counsel, a division of CIBC Asset Management Inc. ("CAM"); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc.
CIBC Private Banking provides solutions from CIBC Investor Services Inc CIBC Private Wealth services are available to qualified individuals.
®The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC.
Kelvin Chan, Shamin Khan, William Carson and Derek Kohalmi are Investment Advisors with CIBC Wood Gundy.
If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.]
[CIBC PRIVATE WEALTH WOOD GUNDY]
[®The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC.]